- Navy Federal Credit Union (North Richland Hills, TX)
- …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial... investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors… more
- Atria Wealth Solutions (Fort Worth, TX)
- … Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Truist (Bryan, TX)
- …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Truist (Fort Worth, TX)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Dallas, TX)
- …to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. 5. Strong credit knowledge ... less than 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing… more
- JPMorgan Chase (Plano, TX)
- …within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be ... of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing… more
- JPMorgan Chase (Plano, TX)
- As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting ... independently identify and pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment… more
- Truist (Houston, TX)
- …Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant * ... the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions...* 15 or more years of experience in banking, investment and financial planning with an emphasis… more
- Truist (Dallas, TX)
- … Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ... deepening and prospect referrals. 6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues… more
- Amazon (Dallas, TX)
- …AWS APO organization, learning and disseminating all relevant programs and investment mechanisms, providing and managing feedback on internal programs, and fostering ... programs. In this role, you will be a trusted advisor to all internal stakeholders, providing recommendations on programs,...business outcomes. Key job responsibilities - Work, as a representative of the sales teams and of the customers,… more